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HCL Marketing Operations Administrator's Guide
With HCL® Marketing Operations, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
Template Basics
A template for a marketing object type, such as a plan, program, or project, defines the information that your organization wants to capture about the object. Then, you use templates to create object instances. If you have the Financial Management module installed, an invoice template defines the information that your organization wants to capture in invoices.
Offer templates
If HCL® Marketing Operations is integrated with Campaign, and optional offer integration is also enabled, you create offer templates in Marketing Operations. Offer templates guide users in creating offers.

Offer templates

If HCL® Marketing Operations is integrated with Campaign, and optional offer integration is also enabled, you create offer templates in Marketing Operations. Offer templates guide users in creating offers.

To work with offer templates, you select Settings > Marketing Operations Settings > Template Configuration > Templates and use the options in the Offer Templates section.

For more information about the features of offer templates, and about administering and using offers, see the Campaign guides for administrators and users.

When you enable offer integration, you can import any pre-existing offer templates and their custom offer attributes, along with offers, offer lists, and offer folders, from Campaign. For more information about enabling offer integration, see HCL Marketing Operations and Campaign Integration Guide.